• Rocket Lab's Neutron rocket may become the only viable alternative to SpaceX's Falcon 9.
• Cantor Fitzgerald analyst Andres Sheppard reiterated an Overweight rating and $122.00 price target.
• Rocket Lab's stock is seen as a long-duration space infrastructure holding.
• Neutron's average selling price is targeted at $50 million to $55 million per launch.

Rocket Lab's Neutron rocket may indicate a shift in the commercial space landscape, suggesting a potential alternative to SpaceX's dominance. This development could have significant implications for the industry, as it may lead to increased competition and innovation, which could benefit Rocket Lab and potentially disrupt SpaceX's market position.